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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 11.23% | -2.62%+13.8pp | -1.87%+13.1pp | 15.59%-4.4pp |
| Employer contribution / active EE | $150,000 | $38,562+289.0% | $35,115+327.2% | $33,256+351.0% |
| Participant deferral / active EE | $0 | $222-100.0% | $205-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |